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iShares Short-Term National Muni Bond ETF

179 hedge funds and large institutions have $837M invested in iShares Short-Term National Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

32% more capital invested

Capital invested by funds: $634M → $837M (+$203M)

17% more funds holding

Funds holding: 153179 (+26)

5.89% more ownership

Funds ownership: 56.87%62.75% (+5.9%)

Holders
179
Holders Change
+26
Holders Change %
+16.99%
% of All Funds
4.47%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
41
Increased
63
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
176
Benjamin F. Edwards & Company
Missouri
$25K
TCM
177
TD Capital Management
Tennessee
$24K +$105 +1 +0.4%
AA
178
AlphaMark Advisors
Kentucky
$11K +$10.5K +100 New
AssetMark Inc
179
AssetMark Inc
California
$10K +$4.42K +42 +82%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$5K +$5.27K +50 New
Citadel Advisors
181
Citadel Advisors
Florida
-$2.77M -26,138 Closed
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
-$2.24M -21,164 Closed
EWM
183
Empirical Wealth Management
Washington
-$1.77M -16,750 Closed
WPC
184
White Pine Capital
Minnesota
-$490K -4,625 Closed
RW
185
Rand Wealth
Maryland
-$432K -4,073 Closed
CS
186
Credit Suisse
Switzerland
-$403K -3,800 Closed
CAN
187
Cetera Advisor Networks
California
-$324K -3,062 Closed
MHS
188
M Holdings Securities
Oregon
-$249K -2,346 Closed
VKH
189
Virtu KCG Holdings
New York
-$240K -2,264 Closed
WCM
190
Windsor Capital Management
Arizona
-$234K -2,215 Closed
DWM
191
Destination Wealth Management
California
-$213K -2,007 Closed
PGFC
192
Peapack-Gladstone Financial Corp
New Jersey
-$209K -1,970 Closed
BA
193
BKS Advisors
Michigan
-$106K -1,000 Closed
WIC
194
Woodmont Investment Counsel
Tennessee
-$106K -1,000 Closed
ACM
195
Argentus Capital Management
Texas
-$11K -101 Closed